Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ibotta, Inc.IBTA · Entity 2177 | Director | August 13, 2026 | August 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Ibotta, Inc.
Report date August 13, 2026 · Filed August 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 38,120 |
Last balance in matching sequence
After 2026-08-13 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-08-13 · Sale · Disposed 12,221 · Balance 41,825 F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.76 to $37.74 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Row 2 · 2026-08-13 · Sale · Disposed 3,705 · Balance 38,120 F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.78 to $38.19 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 16,788 |
Reported balance
After 2026-08-13 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-08-13 · Sale · Disposed 5,327 · Balance 16,788 F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.76 to $37.74 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F4: The shares are held by Four Ways, LLC, of which the Reporting Person is a member and has voting and investment control. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 16,490 |
Reported balance
After 2026-08-13 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-08-13 · Sale · Disposed 298 · Balance 16,490 F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.81 to $37.96 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F4: The shares are held by Four Ways, LLC, of which the Reporting Person is a member and has voting and investment control. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 26,031 |
Reported balance
After 2026-08-13 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2026-08-13 · Sale · Disposed 8,261 · Balance 26,031 F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.76 to $37.74 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F6: The shares are held by LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnote | 25,570 |
Reported balance
After 2026-08-13 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2026-08-13 · Sale · Disposed 461 · Balance 25,570 F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.81 to $37.96 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F6: The shares are held by LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.76 to $37.74 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F2: Certain of these securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU.
F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.78 to $38.19 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F4: The shares are held by Four Ways, LLC, of which the Reporting Person is a member and has voting and investment control.
F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.81 to $37.96 per share. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
F6: The shares are held by LFP 2, LLC, of which the Reporting Person is a member and has voting and investment control.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | ConversionCommon Stock | 359,003 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 3 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 359,003 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each share of Series Seed Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F4 · price: Each share of Series A Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F5 · price: Each share of Series C Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. F6 · price: Each share of Series C-1 Preferred Stock automatically converted into Common Stock on a 1:1 basis immediately prior to the completion of the IPO and had no expiration date. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherClass A Common Stock | 4,545 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 2 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,545 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F2 · balance_after: These securities are restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock, subject to the applicable vesting schedule and conditions of each RSU. Read SEC document |
| April 22, 2024 Filed Apr 22, 2024 20:05 UTC | Ibotta, Inc. IBTA · Entity 2177 | OtherCommon Stock | 4,545 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-011304 · form4-04222024_040427.xml · nonDerivative · entry 1 Lehrman Thomas D · CIK 0001881476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). F1 · price: Pursuant to a reclassification exempt under Rule 16b-7, each share of Common Stock was automatically reclassified into one share of Class A Common Stock immediately prior to the completion of the Issuer's initial public offering of Class A Common Stock (the "IPO"). Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.